Index of contents
What is Monday CRM
In other words, it's a platform where a team can create the tools they need to execute every aspect of their work and collaborate on various projects.
Launched in 2014, Monday CRM is suitable for small and medium-sized businesses, has an intuitive interface with self-explanatory names assigned to different elements.
Monday CRM Features
Monday CRM is an easy and intuitive tool. Its basic functionality is available for all plans, free and paid. As your team expands and your needs grow, you can opt for plans with more functionalities (https://monday.com/crm/features/).
Keeps information about current and potential customers in one organized place. Contact sheets provide complete context by displaying all contact data such as agreements, activities, documents and tasks.
Find out where the deals are at a glance with sales pipeline unlimited. Manage accounts by priority, deal size, expected closing date and more, viewing everything in a colorful interface.
Use a timeline to track all activities with your contacts and get detailed information on what needs to be done next, and how to best cultivate customer relationships.
Manage your marketing operations in one place. From visualizing milestones and deadlines to executing tasks of email marketing, make sure everyone is in sync and on the same page.
Use high-level dashboards to monitor your goals, sales pipelines, and team performance, and gain clarity on metrics that affect your business.
The template right (https://monday.com/templates/) lets you accelerate the learning curve with a new software platform: from sales pipelines with levels of automation to industry-specific CRM dashboards, Monday CRM has a customizable template for everything you need to track leads, manage customer relationships and stay on top of any project.
Manage the funnel with the workflow automations (https://monday.com/features/automations), from notifications that integrate with your current tools to triggering custom workflows to get your team moving faster.
Benefits of Monday CRM
The benefits of Monday CRM include:
- Free floor available for up to two places
- Intuitive dashboard
- Highly customizable
- More than 200 templates for creating tabs and automations
With the feature called Zapier, Pipedrive, LinkedIn., Mailchimp and many others, Monday CRM offers a wide range of integrations (https://monday.com/integrations/), so you can easily connect the tools you already use and have all your work perfectly organized and connected in one place.
Opinions and reviews on Monday CRM
Thousands of users have given Monday CRM a score of 4.6/5 or higher on review sites like G2, Capterra, Trustpilot, TrustRadius and GetApp.
Over 150,000 customers worldwide use Monday CRM profitably: https://monday.com/why-monday/stories/
Monday CRM starts at $24 per month for three users with the monthly plan, and goes up based on the plan you choose and the size of your team (https://monday.com/pricing/).
If you choose an annual plan, you will receive a discount of 18%:
- Basic plan starts at $18 per month, billed annually for a minimum of three users;
- Standard Plan is the company's most popular offering, and starts at $30 per month, billed annually for a minimum of three users;
- Pro Plan starts at $66 per month for three users, billed annually;
- Enterprise Plan Is based on custom pricing and includes all the functionality of Monday CRM. You need to contact the company's sales team for a quote.
Paid plans offer 14 day free trial.
Each organization is unique and requires specific functionality to organize their plans. Check what functionality is included in different plans (https://monday.com/pricing/). If you need help choosing the right plan for you, contact the Monday CRM sales team.
There's also the "Student Program," which offers great opportunities for college students, fraternities, and student organizations. The platform is available on both IOS and Android devices, and you can download them on the Apple or Google Play Stores.